Wealth & Investing

Three AI investment opportunities outside the indices

For those concerned about an AI bubble, the answer is not to retreat from global equities, but to look beyond the giants

The pre-condition for achieving a positive outcome for CPF life-cycle funds is the ability to stay invested for the long haul. This is harder than it sounds.
NEWS ANALYSIS

Is CPF’s new life-cycle investment scheme for everyone?

The portfolios’ returns will hinge on a long horizon and some hand-holding

CPF Board will launch simplified low-cost portfolios based on a glide path mechanism that gradually de-risks the portfolio as members near retirement.
SINGAPORE BUDGET 2026

Budget 2026: CPF to roll out life-cycle portfolios for those willing to take some risks for higher returns

The new life-cycle investment scheme will be launched in the first half of 2028

Gold has experienced extended periods of boom and bust; the down periods can be long.
THINKING ALOUD

Buy gold on dips? With sky-high volatility, caution is warranted

The metal has since clawed its way back to US$5,054 per ounce, but is still off the year’s high

Market leader DBS can benefit from investors allocating more capital to Singapore stocks.
SENSE & CENTS

‘Pricey’ DBS can still be worth buying 

Strong growth drivers support the local bourse’s leader 

Asian high-yield bonds have posted robust gains over the past two years as investors focused on solid yields, shorter maturities, and improving company finances despite geopolitical tensions.

UBS fund manager says Asia junk bond rally has further to go

Optimism over Asian high-yield bonds comes from healthier balance sheets, less reliance on US assets and renewed opportunities in China

As investors, we should always ask: Are we reacting to what has happened, or to what we fear might happen?
A SMART LOOK AT INVESTING

The SaaS apocalyse: When fear does the thinking

THE stock market can’t make up its mind. On the one hand, it is fretting over the hundreds of billions of dollars being spent on artificial intelligence (AI) infrastructure.

Geo-economic shifts, the emergence of game-changing technology and demographic shifts are clouding visibility over the next half-decade.
CIO CORNER

Supertrends to boost portfolios over the next five years

These structural shifts are already rapidly unfolding and will continue to play out

Apollo CEO Marc Rowan has set targets to manage $1 trillion by 2026 and US$1.5 trillion by 2029.

Apollo’s Q4 profit rises on strong inflows

An origination of US$97 billion in new loans and other investments has driven its quarterly growth, it says

The Brazilian central bank's headquarters in Brasilia. Like some other Latin American economies, Brazil faces an election cycle that may introduce volatility, but market-friendly outcomes could act as a tailwind.

Emerging market bonds: Resilient amid slower rate cuts

Latin America stands out as one of the more compelling regions